Questionnaire

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Due Diligence Questionnaire — Project Atlas
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Intellectual Property6 questions
List all registered patents, trademarks, and copyrights
Provide copies of all IP assignment agreements from employees and contractors
Identify any pending patent applications or trademark registrations
List any IP licensing agreements (inbound and outbound)
Financial10 questions
Provide audited financial statements for the past 3 fiscal years
List all outstanding debt obligations and credit facilities
Describe any off-balance sheet liabilities or contingent obligations
Employment & HR8 questions
Provide a complete list of employees with titles and compensation
List all employment agreements, especially for key executives
Describe any pending or threatened employment litigation
Commercial Contracts11 questions
Provide all material customer contracts (over $100K annual value)
Identify contracts with change of control provisions
List any contracts requiring third-party consent to assign
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Key Features

Deal-Specific Questions

Tailor questions to industry, transaction type, and identified issues.

Category Organization

Organize questions by topic. IP, employment, contracts, financial, and more.

Response Tracking

Track answered questions. See what's pending. Flag items for follow-up.

Gap Analysis

Identify missing information automatically. Spot unanswered questions.

Frequently Asked Questions

Common questions about Mage Questionnaire

A due diligence questionnaire is a structured set of questions used to gather information about a target company during an M&A transaction. It covers areas like corporate structure, intellectual property, employment, contracts, litigation, and financial matters. Mage generates deal-specific questionnaires automatically based on the transaction type and industry.

Mage analyzes the deal context, industry, and documents already reviewed to generate relevant questions. The AI identifies gaps in information, suggests follow-up questions based on findings, and organizes everything by category. Questions are tailored to the specific transaction rather than using a generic template.

Mage generates questions across all standard due diligence categories: Corporate/Governance, Intellectual Property, Employment & Benefits, Commercial Contracts, Customer Agreements, Vendor Relationships, Real Estate, Environmental, Litigation, Insurance, Tax, Regulatory Compliance, and Financial matters. Categories are customizable based on deal requirements.

Yes, you can customize question templates to match your firm's standard practices. Add or remove categories, modify question wording, set default questions for specific transaction types, and save templates for future deals.

Mage tracks the status of each question (pending, answered, needs follow-up) and links responses to supporting documents. Gap analysis automatically identifies unanswered questions and areas needing more information. You can assign questions to team members and set deadlines for responses.

Yes. Mage never trains on your data and maintains strict zero data retention policies. All questionnaire content is encrypted with AES-256 at rest and TLS 1.3 in transit. Your deal information is processed in isolated environments and never shared externally.

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